Financial Planning Administrator
Core
Provide administrative support to Independent Financial Planners to enable holistic financial planning solutions for clients.
Role type
Administrative support specialist in financial advice
Builds
Client records, application processing, and meeting logistics for financial advisers
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
administrative support, workflow management, client liaison, CRM management, regulatory compliance, Microsoft Office proficiency, attention to detail
Preferred skills
financial services experience, analytical capability, commercial awareness, adaptability
Responsibilities
Liaise with clients to arrange meetings and obtain personal information; Process new business applications and support changes to existing arrangements; Maintain accurate client and departmental records within CRM; Support advisers in achieving productivity objectives and service standards
Seniority
Entry-level / Junior